See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $38,562 |
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $13,255 |
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $12,922 |
BUNCH & COMPANY1+ years Service code 10 · EIN 56-1852200 | Accounting | $5,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,833 | $43,550+58.1% | $63,517+8.4% | $52,331+31.5% |
| Participation rate | 97.5% | 65.7%+31.8pp | 71.0%+26.4pp | 68.1%+29.4pp |
| Annual return | -0.15% | 2.03%-2.2pp | -70.30%+70.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,650 | $1,351+170.1% | $2,322+57.2% | $1,882+94.0% |
| Participant deferral / active EE | $2,561 | $2,254+13.6% | $2,953-13.3% | $3,022-15.3% |
| Admin fee / account holder | $332 | $387-14.3% | $5,892-94.4% | $592-43.9% |